See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,837 | $159,602-37.4% | $150,045-33.5% | $142,382-29.9% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.3%+12.7pp | 80.1%+14.9pp |
| Annual return | 13.19% | 70.24%-57.0pp | 62.55%-49.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,467 | $4,961-70.4% | $4,693-68.7% | $4,299-65.9% |
| Participant deferral / active EE | $7,698 | $8,310-7.4% | $7,997-3.7% | $6,507+18.3% |
| Admin fee / account holder | $17,004 | $14,846+14.5% | $13,435+26.6% | $12,624+34.7% |